Software as a Service (SaaS)

Avoiding Glittering Generalities in Selecting eDiscovery Software – Considering Cost: eDiscovery Best Practices

Editor’s Note: If you read our blog regularly, you know that we frequently reference my friend and CloudNine colleague Rob Robinson’s excellent blog, Complex Discovery for various industry information, including quarterly business confidence surveys, eDiscovery software and service market “mashups” and information about industry mergers and acquisitions (among other things).  We’ve been discussing aspects of on-premise and off-premise eDiscovery offerings quite a bit lately (including this recent webcast conducted by Tom O’Connor and me a few weeks ago) and Rob has written a terrific article on the subject which he has graciously allowed me to publish here.  This is the fifth part of his multi-part article (parts 1, 2, 3 and 4 here, here, here and here) – we have published it in a series over the past couple of weeks.  Enjoy! – Doug

Considering Cost

“In economics, one of the most important concepts is ‘opportunity cost’ – the idea that once you spend your money on something, you can’t spend it again on something else.” Malcom Turnbull

Budgetary constraints are a common hurdle for law firms and legal departments seeking to address the legal, technological, and business elements of eDiscovery. This economic constraint is compounded by the lack of consistency, predictability, and transparency in the pricing of many software offerings, regardless of whether they are on-premise or off-premise, or based on emerging or mature technologies.

As law firms and legal departments strive to select the best solutions for their particular eDiscovery challenges, it is important for them to be able to compare and contrast the pros and cons of different offerings. While many vendors publicly present detailed offering attributes regarding security, capability, and complexity, many do not share public information on pricing and pricing models. Given the fact that budgetary constraints continue to be one of the leading elements impacting the conduct of discovery, by publicly publishing pricing, vendors can help simplify the eDiscovery decision-making process by removing one of the most common concerns early in the evaluation process. That concern being “how much is this going to cost.”

Additionally, just as many software providers seek to integrate the technology in their offerings to simplify discovery, prudent providers are now combining on-premise and off-premise pricing elements within their overall offering to simplify the software procurement process. An example of this pricing integration is the packaging of an overall solution that contains elements of both on-premise and off-premise offerings available for a prescribed timeframe at a single, understandable, and predictable cost.

Quick Takeaway: Given the fact that most eDiscovery software providers understand the cost of delivering their solutions to the market, it seems reasonable for those in the eDiscovery ecosystem to be able to request and expect to receive simplified pricing from providers. This simplified pricing should account for all elements of a software offering, regardless of whether it is on-premise, off-premise, or a combination of the two. Pricing should also be able to be provided for individual projects or time and volume defined subscriptions, trading length of user commitment for user cost benefits.

So, what do you think?  What factors do you consider when evaluating and selecting eDiscovery software?  Please share any comments you might have or if you’d like to know more about a particular topic.

Also, I’m excited to report that eDiscovery Daily has been nominated to participate in The Expert Institute’s Best Legal Blog Contest in the Legal Tech category!  Thanks to whoever nominated us!  If you enjoy our blog, you can vote for it and help it win a spot in their Best Legal Blogs Hall of Fame.  You can cast a vote for the blog here.  Thanks!

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

Thanks to ACEDS, Today’s the Day to Learn Whether an On-Premise or Off-Premise Solution is Right For You: eDiscovery Best Practices

When consumers are considering their eDiscovery technology choices, there are more factors to consider today than ever. In addition to considering the functionality of the software application, you now also have to consider whether to buy or “rent” the application, how the software is delivered to you and whether it’s required to be within your firewall or can be an off-premises solution.  Thanks to ACEDS, you can learn today how to sort out those factors and make an educated solution selection.

Today at noon CST (1:00pm EST, 10:00am PST), CloudNine will conduct the ACEDS conducted webcast On Premise or Off Premise? A Look at Security Approaches to eDiscovery.  This one-hour webcast will discuss different on-premise and off-premise eDiscovery solution options and considerations for each. Topics include:

  • Drivers for eDiscovery Technology Solution Decisions Today
  • eDiscovery Industry Market Trends and Their Relation to General Industry Trends
  • What Law Firms are Saying about the Technology
  • What Industry Analysts are Saying about the Technology
  • The Cloud vs. No Cloud Debate
  • Why Not All Cloud Solutions Are the Same
  • A Comparative Approach to eDiscovery Technology
  • Putting a Face on Solutions and Risks
  • Key Components of an eDiscovery Technology Solution

I’ll be presenting the webcast, along with Tom O’Connor, who is a Special Consultant to CloudNine  If you follow our blog, you’re undoubtedly familiar with Tom as a leading eDiscovery thought leader (who we’ve interviewed several times over the years) and I’m excited to have Tom as a participant in this webcast!  To register for it, click here.

So, what do you think?  Do you use on-premise, off-premise or a combination for your eDiscovery solution(s)?  Please share any comments you might have or if you’d like to know more about a particular topic.

Also, I’m excited to report that eDiscovery Daily has been nominated to participate in The Expert Institute’s Best Legal Blog Contest in the Legal Tech category!  Thanks to whoever nominated us!  If you enjoy our blog, you can vote for it and help it win a spot in their Best Legal Blogs Hall of Fame.  You can cast a vote for the blog here.  Thanks!

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

Avoiding Glittering Generalities in Selecting eDiscovery Software – Considering Complexity: eDiscovery Best Practices

Editor’s Note: If you read our blog regularly, you know that we frequently reference my friend and CloudNine colleague Rob Robinson’s excellent blog, Complex Discovery for various industry information, including quarterly business confidence surveys, eDiscovery software and service market “mashups” and information about industry mergers and acquisitions (among other things).  We’ve been discussing aspects of on-premise and off-premise eDiscovery offerings quite a bit lately (including this recent webcast conducted by Tom O’Connor and me a few weeks ago) and Rob has written a terrific article on the subject which he has graciously allowed me to publish here.  This is the fourth part of his multi-part article (parts 1, 2 and 3 here, here and here) – we will publish it in a series over a couple of weeks or so.  Enjoy! – Doug

Considering Complexity

“Simplicity does not precede complexity, but follows it.” Alan Perlis

The ability of eDiscovery software to deal with data complexity such as being able to ingest and process an increasing number of data formats is one of the most important challenges faced by eDiscovery professionals today. In fact, according to the Summer 2017 eDiscovery Business Confidence Survey, almost 22% of 101 eDiscovery ecosystem respondents highlighted that the challenge of increasing types of data would have the biggest impact on their business during the next six months.

In facing this challenge, many organizations have employed a combination of software offerings, integrated through workflow, to address both non-complex and complex data in their discovery efforts. One example of this combinatorial approach to solving this specific challenge is to employ an off-premise, SaaS-based offering using a private cloud approach based on emerging technology and then leveraging an on-premise, mature eDiscovery processing engine to address volume and file format challenges not able to be addressed by the off-premise platform. This combination approach takes advantage of the speed and cost benefits of the cloud to deal with a majority of eDiscovery volume and file format challenges and the robustness of a mature on-premise offering to address complexity challenges presented by high volumes of data and an increasing number of file formats. While many software providers highlight the fact that their specific offering can handle all eDiscovery challenges, their assertion may have limits. Those limits being that it may take much more time to complete high volume and non-mainstream file format related requests than with the prudent approach of a combination of on-premise and off-premise offerings offering a balance of emerging and technology.

Quick Takeaway: With the complexity of many eDiscovery challenges, a combination of software solutions may be required to accomplish certain complex task requirements satisfactorily. These combinations of solutions may include on-premise and off-premise offerings working in a complementary fashion. Given that most organizations will face a degree of complexity at some point that cannot be solved by a single eDiscovery solution, it seems reasonable to make offering selections that do not prevent efficient interoperability with other platforms.

Thursday, we will address the last area of evaluation, providing a consideration of cost.

So, what do you think?  What factors do you consider when evaluating and selecting eDiscovery software?  Please share any comments you might have or if you’d like to know more about a particular topic.

Also, I’m excited to report that eDiscovery Daily has been nominated to participate in The Expert Institute’s Best Legal Blog Contest in the Legal Tech category!  Thanks to whoever nominated us!  If you enjoy our blog, you can vote for it and help it win a spot in their Best Legal Blogs Hall of Fame.  You can cast a vote for the blog here.  Thanks!

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

Avoiding Glittering Generalities in Selecting eDiscovery Software – Considering Capability: eDiscovery Best Practices

Editor’s Note: If you read our blog regularly, you know that we frequently reference my friend and CloudNine colleague Rob Robinson’s excellent blog, Complex Discovery for various industry information, including quarterly business confidence surveys, eDiscovery software and service market “mashups” and information about industry mergers and acquisitions (among other things).  We’ve been discussing aspects of on-premise and off-premise eDiscovery offerings quite a bit lately (including this recent webcast conducted by Tom O’Connor and me a few weeks ago) and Rob has written a terrific article on the subject which he has graciously allowed me to publish here.  This is the third part of his multi-part article (parts 1 and 2 here and here) – we will publish it in a series over the next couple of weeks or so.  Enjoy! – Doug

Considering Capability

“Technology is a useful servant but a dangerous master.” Christian Lous Lange

Once the security of a potential solution has been considered, the next reasonable area of examination and evaluation is that of capability. Assessing capability is just determining whether or not a solution can accomplish the necessary tasks required in an eDiscovery effort. While there are not always discernible differences in the capabilities of on-premise and off-premise offerings, there are some characteristics to consider as they may be indicators of the ability of a solution to meet actual needs as opposed to perceived needs. Some of these characteristics include maturity, integration, and automation.

The maturity of an offering is important as it helps inform one on how long an offering has been in the market and if it might or might not contain the latest and most efficient technology to accomplish eDiscovery tasks. However, maturity becomes a factor only when it contributes to the inability of a solution to perform the task for it is being asked to complete. If a mature solution is incapable of completing a task today based on lack of functionality or in the near-term based on discontinued support, then it might not be the most appropriate solution from a purchase protection perspective. On the other hand, if it works today and will be maintained in the future, it seems reasonable that the mature offering should not be excluded as a potential choice solely based on the time it has been available on the market.

When discussing maturity, many eDiscovery professionals often and wrongly categorize maturity as legacy and equate legacy with insufficiency. This generalization may be true in some cases. However, some of the most mature offerings in the marketplace today are still the most effective at accomplishing specific tasks. Given that some of the most mature offerings are on-premise, there may be situations where the most appropriate choice for a particular task might be accomplished with an on-premise solution. It is easy to react to the glittering generality of considering all mature technology as legacy and therefore not as good as newer offerings. However, make sure that judgment on capability is first and foremost on the ability of the offering to complete required tasks and not on the time an offering has been in the marketplace.

Integration of an offering is also an important selection characteristic as it may indicate the potential for time and cost efficiencies lacking in non-integrated solutions. For example, offerings that have internal or external technology integration points for ingestion, processing, and review tasks might be more desirable than non-integrated offerings. However, integration without appropriate capability is not acceptable as one cannot be successful in eDiscovery if one cannot perform required tasks.

Automation in eDiscovery should be considered in the same way integration is considered. If automation is available, then it may be desirable over non-automated solutions based on time and cost savings delivered in task completion. However, automation ceases to be important if the tasks being automated are unable to complete required tasks. An example of this would be the automation of ingestion and processing in an offering. Automation of these tasks may be beneficial for certain data types, but if the data types that need to be processed cannot be processed due to lack of system capability, then the time efficiencies of automation may be negated by the time required for manual processing.

Additionally, not all offerings are created equal in their capability to accomplish tasks on large volumes of data. This volume limitation on an offering’s capability is not one usually found in a provider’s software marketing materials or user’s guides, but it is usually well known by those who have implemented specific solutions that fall short in this capability. In fact, even some of the newer, cloud-based off-premise offerings fall short in this area, so short that they position their offering for best use in small and medium cases sizes.  This type of data volume capability limitation is becoming increasingly important as the challenge of increasing volumes of data is regularly noted as one of the top concerns of eDiscovery professionals.

Quick Takeaway: In examining the capability of an offering, the first focus should be on its ability to accomplish required tasks. If it can complete required tasks, then it is reasonable to consider its maturity, integration, and automation as selection data points for comparison. Integration, especially external integration points with other offerings, should be a key consideration in offering selection as very few eDiscovery platforms can handle all eDiscovery challenges without the use of complementary platforms.

Next week, we will address the last two areas of evaluation, providing a consideration of complexity and cost.

So, what do you think?  What factors do you consider when evaluating and selecting eDiscovery software?  Please share any comments you might have or if you’d like to know more about a particular topic.

Also, I’m excited to report that eDiscovery Daily has been nominated to participate in The Expert Institute’s Best Legal Blog Contest in the Legal Tech category!  Thanks to whoever nominated us!  If you enjoy our blog, you can vote for it and help it win a spot in their Best Legal Blogs Hall of Fame.  You can cast a vote for the blog here.  Thanks!

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

Avoiding Glittering Generalities in Selecting eDiscovery Software – Considering Security: eDiscovery Best Practices

Editor’s Note: If you read our blog regularly, you know that we frequently reference my friend and CloudNine colleague Rob Robinson’s excellent blog, Complex Discovery for various industry information, including quarterly business confidence surveys, eDiscovery software and service market “mashups” and information about industry mergers and acquisitions (among other things).  We’ve been discussing aspects of on-premise and off-premise eDiscovery offerings quite a bit lately (including this recent webcast conducted by Tom O’Connor and me a few weeks ago) and Rob has written a terrific article on the subject which he has graciously allowed me to publish here.  This is the second part of his multi-part article (part 1 here) – we will publish it in a series over the next couple of weeks or so.  Enjoy! – Doug

Considering Security

“Distrust and caution are the parents of security.” Benjamin Franklin

The security of data is fast becoming one of the most prominent and visible areas of concern in the selection of eDiscovery software solutions. With public examples of data security failures increasing in regularity and impact, it behooves any discovery solution decision maker to carefully consider how they manage this important risk factor and make decisions based on facts.

Control of data, applications, servers, storage, and network connectivity behind an organization’s firewall has traditionally been viewed as the most secure of available eDiscovery solution deployment options. In this on-premise security approach, an organization has complete control of data and all the elements that might act on the data in the course of eDiscovery. For organizations that have an established security infrastructure, on-premise offerings appear to be a safe approach to eDiscovery security as they minimize security risk through the exercise of direct control of data.  The on-premise approach also seems highly desirable to many organizations sensitive to data transfer regulations and privacy requirements as it ensures they maintain a direct understanding of the physical location of data and have the ability to act on that data at all times.  From an acceptance standpoint, according to a recent eDiscovery industry report from the Aberdeen Group (covered by us here), organizations are 50% more likely to have an on-premise eDiscovery solution than a cloud-based one.  With these facts in mind, it seems reasonable to conclude that an on-premise approach to security is a safe method that is and should continue to be used by many organizations as part of their eDiscovery solution even in the face of growing acceptance of off-premise alternatives.

With the mainstream acceptance of cloud computing, the off-premise approach to delivering eDiscovery software is experiencing increasing in acceptance. This acceptance is based on many attributes, one being the evidence that off-premise offerings delivered via SaaS may be able to satisfactorily address many of the security requirements previously only achievable in on-premise offerings.  Reasons for this growing acceptance of cloud-centric eDiscovery solutions as secure on-premise alternatives include but are not limited to the following security elements:

  • Sophisticated Encryption: The ability to encrypt data in various states of movement and rest.
  • Security Experts on Staff: The availability of experts to continuously monitor and address security requirements.
  • First Access to Emerging Technologies: The access to emerging technologies based on size and centralization of data.

These elements of security are increasingly available in cloud offerings and are helping make the use off-premise eDiscovery solutions acceptable when viewed through the lens of security.

There are also different types of cloud implementations that may contribute to the overall security of a particular cloud-centric solution. There are pure public clouds that operate exclusively on a public cloud infrastructure and are delivered by companies such as Amazon, Microsoft, and Google. There are also private cloud solutions that combine the economic and access benefits of pure public cloud solutions with the added security of provider-owned resources that allow for determination of the exact physical location of data at any time. This ability to reach out and physically locate client data is a desirable security attribute of private clouds, especially in light of increasing regulatory and legal requirements around the disposition and disposal of personally identifiable information.

Given the current state of security of most public and private cloud eDiscovery offerings, it seems reasonable to suggest that there are many appropriate cloud-based offerings from a solely security-centric perspective.

Regardless of on-premise or off-premise approach, there are always some areas of security concern that transcend delivery approach. One example of this type of security concern is the transfer of productions outside of the firewall or cloud-secured environment to requesting parties. However, there are also many ways to mitigate even this risk through the use of secure transfer protocols, encryption, and shared access to secure servers managed with role-based access. In fact, some vendors present this concern of data transfer security argument as a reason not to consider a solution when in fact the real reason the vendor highlights this risk is that getting data out of their system is incredibly time-consuming and they want to direct users to proprietary approaches that mitigate data transfer speed deficiencies. Said differently, when evaluating software provider arguments and objections to differing security concerns, make sure you accurately understand the cause of the concern as it may be more related to performance deficiencies than security deficiencies.

Quick Takeaway: Both on-premise and off-premise offerings may be sufficient to meet organizational security requirements. However, some approaches may mitigate security risk more comprehensively than others, so it is important to understand current and potential future security requirements when selecting eDiscovery software.

Thursday, we will address the next area of evaluation, providing a consideration of capability.

So, what do you think?  What factors do you consider when evaluating and selecting eDiscovery software?  Please share any comments you might have or if you’d like to know more about a particular topic.

Also, I’m excited to report that eDiscovery Daily has been nominated to participate in The Expert Institute’s Best Legal Blog Contest in the Legal Tech category!  Thanks to whoever nominated us!  If you enjoy our blog, you can vote for it and help it win a spot in their Best Legal Blogs Hall of Fame.  You can cast a vote for the blog here.  Thanks!

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

Avoiding Glittering Generalities in Selecting eDiscovery Software: eDiscovery Best Practices

Editor’s Note: If you read our blog regularly, you know that we frequently reference my friend and CloudNine colleague Rob Robinson’s excellent blog, Complex Discovery for various industry information, including quarterly business confidence surveys, eDiscovery software and service market “mashups” and information about industry mergers and acquisitions (among other things).  We’ve been discussing aspects of on-premise and off-premise eDiscovery offerings quite a bit lately (including this recent webcast conducted by Tom O’Connor and me a few weeks ago) and Rob has written a terrific article on the subject which he has graciously allowed me to publish here.  This is the first part of his multi-part article – we will publish it in a series over the next couple of weeks or so.  Enjoy! – Doug

Forget the glittering generalities of opinioned providers and professionals trying to champion a particular approach to eDiscovery at the exclusion of others. The reality is that on-premise and off-premise solutions delivered as part of both emerging and mature technology implementations are and will continue to be a fundamental piece of any eDiscovery software portfolio if an organization wants to address the areas of security, capability, complexity, and cost comprehensively.

Considerations for the Selection of eDiscovery Software

One of the ongoing topics in the area of eDiscovery software revolves around assertions and attestations on what is the optimal delivery model for achieving the best balance of security, capability, complexity, and cost in an eDiscovery software offering. On one end of the spectrum, there are champions of the on-premise approach whose argument centers around security and capability and highlights that ability to deal with complex data sets is more important than how long the software has been on the market. On the other end of the spectrum, there are champions of the off-premise approach, also known as the cloud-enabled approach, whose argument centers around the speed and cost benefits of self-service discovery supported by the economics of a public cloud infrastructure. Between the ends of this spectrum reside a variety of offerings that combine attributes of both on-premise and off-premise offerings to deliver unique solutions.

So, how does one go about determining what might be the best offering to help them solve their on-going eDiscovery challenges? That is a great question and one without a single definitive answer. However, the following considerations may be helpful to eDiscovery professionals as they examine on-premise, off-premise, and combination software approaches with the goal of determining what the best-balanced solution might be for their needs.

Four Areas of Evaluation

Regardless of the type of delivery approach selected for the conduct of eDiscovery, there at least four attributes that should be considered in every solution selection. These attributes are:

  • Security: Does the solution provide the level of data protection needed for your eDiscovery effort?
  • Capability: Does the solution allow you to complete the basic tasks required for your eDiscovery effort?
  • Complexity: Does the solution allow you to complete advanced tasks required for your eDiscovery effort?
  • Cost: Does the solution address security, capability, and complexity in a cost-effective manner?

The ability to approach these attributes individually and collectively to find a solution that meets requirements, preferences, and budgets, ultimately determines whether an organization is successful from a legal, technological, and business perspective in the accomplishment of eDiscovery.  Next week, we will begin to touch on each of these areas of evaluation, beginning with a consideration of security.

So, what do you think?  What factors do you consider when evaluating and selecting eDiscovery software?  Please share any comments you might have or if you’d like to know more about a particular topic.

Also, I’m excited to report that eDiscovery Daily has been nominated to participate in The Expert Institute’s Best Legal Blog Contest in the Legal Tech category!  Thanks to whoever nominated us!  If you enjoy our blog, you can vote for it and help it win a spot in their Best Legal Blogs Hall of Fame.  You can cast a vote for the blog here.  Thanks!

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

When You Have a Lot of Custodians, Life Can Be a Batch: eDiscovery Best Practices

After Tom O’Connor and I hosted the webcast On Premise or Off Premise? A Look At Security Approaches to eDiscovery where we discussed the pros and cons of on premise and off premise (i.e., cloud) solutions last month (click here to check out the recording of it), I received a question from an attendee afterward, as follows: Isn’t another advantage of on premise solutions the ability to load large amounts of data from multiple custodians (i.e., multiple terabytes) to the eDiscovery platform?

Not necessarily.  For starters, not all cloud solution architectures are the same.  There are public cloud and private/protected cloud alternatives.  With a public cloud solution, the servers are controlled by the cloud provider (such as Amazon Web Services or Microsoft Azure), not by the eDiscovery provider.  Those servers could be located anywhere (even internationally), so loading data would typically be through File Transfer Protocol (FTP) or Secured File Transfer Protocol (SFTP) and would be reliant on your bandwidth and the bandwidth of the cloud provider.  Loading multiple terabytes to a public cloud solution could be extremely time consuming, perhaps excessively so.

In a private/protected cloud alternative, the servers are located in a data center controlled by the eDiscovery provider (and probably close by their offices).  To load multiple terabytes in that scenario doesn’t require FTP or SFTP, the provider can actually connect a drive provided by the client and copy the data up.  So, that is an alternative that can be essentially as fast as that of an on premise solution (because it is essentially on premise once the drive is received by the provider).

Does that mean it’s impossible to load large amounts of data to a cloud eDiscovery solution?  Not at all, if you effectively manage the data loading in multiple batches.  At CloudNine (shameless plug warning!), I can recall at least two recent clients within the past year or so that had a case with numerous (i.e., more than a hundred) custodians and those clients needed to get email stores (which had been exported out to Outlook PST files) loaded into our platform.  Because clients can load their own data (and because they didn’t check with us to see if there were faster alternatives), these two clients proceeded to load the data for their numerous custodians in multiple batches.  Because the load process is multi-threaded, they could have multiple batches going at once.

Each of the two collections was in excess of 3.5 terabytes (one was nearly 4 terabytes, at 3.92 TB), yet both clients were able to effectively get their data processed and loaded to get started on searching and review within their required time frame.

So, when considering eDiscovery solution alternatives that include cloud based solutions, it’s important to understand which are public cloud solutions and which are private/protected cloud solutions and what that means to you.  It’s also important to understand how data can be processed and loaded and whether the load process is multi-threaded.  And, it’s important to understand the pros and cons of on premise and off premise solutions to help you decide (Tom and I covered both in the webcast linked to at the top of the post).  Depending on your requirements, a combination of both on premise and off premise may be appropriate to meet your needs.

So, what do you think?  Do you use on-premise, off-premise or a combination for your eDiscovery solution(s)? Please share any comments you might have or if you’d like to know more about a particular topic.

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

Ten Items to Keep in Mind When Considering Cloud Providers: Cybersecurity Best Practices

In my webcast discussion with Tom O’Connor yesterday, we had a terrific discussion of several pros and cons of both on-premise and off-premise (cloud) eDiscovery technology solutions as well as other factors to consider.  If you missed the webcast, you can check it out here.

While we talked about advantages of each approach, we also discussed how your overall eDiscovery solution could include both on-premises and cloud-based tools and mechanisms for a “best of breed” approach to meeting your eDiscovery needs.

But, if you’re considering a cloud solution, how do you know whether the solution(s) you’re considering have the security mechanisms your organization needs?

Earlier this week, Rocket Matter published an interesting post (written by Larry Port) that discussed vetting your cloud providers that might provide some insight.  While the article provided a link to the security standards developed by the Legal Cloud Computing Association (LCCA), it also provided a succinct list of ten items to address with your cloud provider to ensure that the provider can meet your needs.  Here they are:

  • You should own your data. The cloud provider should not own it.
  • You should be able to get your data out of a cloud system at any time in a usable format.
  • Encryption should be used to safeguard client information.
  • The cloud provider should be able to spell out their backup policies.
  • You need to determine who at the cloud provider has access to see your data and under what circumstances. You must be comfortable with the answer.
  • Find out if the company has had a breach before. If so, how did they respond to it?
  • What measures does the cloud company take to ensure cybersecurity on an operational level? In other words, aside from the application you’re spending money on, is the organization itself safe? Do they conduct background checks on employees? How do they manage passwords internally?
  • Does the application limit attempts to log in to prevent brute force and dictionary attacks?
  • Can you use two-factor authentication?
  • How does the company handle data destruction? It is important when you leave a service that copies of your data are not lying around.

This is a terrific list of guidelines to keep in mind when considering cloud providers and it’s a good idea to get an understanding of how they would address each of these areas.

Also, if you’ve been watching the news the past few days, you’ve seen the devastation in my hometown of Houston from Hurricane Harvey.  What can you do to help?  Consider donating online to the Houston Food Bank, Galveston County Food Bank or Corpus Christi Food Bank.  Or the Coastal Bend Disaster Recovery Group.  And, if you’re in the Houston area, you can volunteer at the American Red Cross here or by calling 713-526-8300.  Thanks for your help.

So, what do you think?  How do you evaluate cloud providers?  Please share any comments you might have or if you’d like to know more about a particular topic.

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

Today’s the Day to Learn Whether an On-Premise or Off-Premise Solution is Right For You: eDiscovery Best Practices

When consumers are considering their eDiscovery technology choices, there are more factors to consider today than ever. In addition to considering the functionality of the software application, you now also have to consider whether to buy or “rent” the application, how the software is delivered to you and whether it’s required to be within your firewall or can be an off-premises solution.

Today at noon CST (1:00pm EST, 10:00am PST), CloudNine will conduct the webcast On Premise or Off Premise? A Look at Security Approaches to eDiscovery.  This one-hour webcast will discuss different on-premise and off-premise eDiscovery solution options and considerations for each. Topics include:

  • Drivers for eDiscovery Technology Solution Decisions Today
  • eDiscovery Industry Market Trends and Their Relation to General Industry Trends
  • What Law Firms are Saying about the Technology
  • What Industry Analysts are Saying about the Technology
  • The Cloud vs. No Cloud Debate
  • Why Not All Cloud Solutions Are the Same
  • A Comparative Approach to eDiscovery Technology
  • Putting a Face on Solutions and Risks
  • Key Components of an eDiscovery Technology Solution

I’ll be presenting the webcast, along with (for the first time) Tom O’Connor, who is now a Special Consultant to CloudNine!  If you follow our blog, you’re undoubtedly familiar with Tom as a leading eDiscovery thought leader (who we’ve interviewed several times over the years) and I’m excited to have Tom as a participant in this webcast!  To register for it, click here.

Also, if you’ve been watching the news the past few days, you’ve seen the devastation in my hometown of Houston from Hurricane Harvey.  What can you do to help?  Consider donating online to the Houston Food Bank, Galveston County Food Bank or Corpus Christi Food Bank.  Or the Coastal Bend Disaster Recovery Group.  And, if you’re in the Houston area, you can volunteer at the American Red Cross here or by calling 713-526-8300.  Thanks for your help.

So, what do you think?  Do you use on-premise, off-premise or a combination for your eDiscovery solution(s)?  Please share any comments you might have or if you’d like to know more about a particular topic.

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

New Report from The Aberdeen Group Cites Lack of Advanced Technologies, Offers Recommendations: eDiscovery Trends

While recovering from ILTACON and Vegas, I found an interesting report with some interesting statistics and observations from The Aberdeen Group about how many organizations are handling eDiscovery and what they could be doing better.

The report, Key Strategies to Improve the Performance of eDiscovery Teams, is written by Michael Caton an IT Research Analyst at Aberdeen, who surveyed technology solution users.  Here are some of the observations and statistics included in the report:

  • In terms of technology adoption, 82% of companies surveyed use an eDiscovery solution.
  • Currently, organizations are 50% more likely to use an on-premises solution than a cloud-based solution.
  • While 33% of organizations have implemented a cloud-based solution, organizations plan to implement on-premises and cloud-based technologies in nearly equal numbers – 24% and 27%
  • Just 29% of responding organizations have adopted technology assisted review.
  • The same holds true (no pun intended) for legal hold management – just 29% of organizations have software tools to notify employees of legal hold and to prevent the loss of data that should be subject to eDiscovery.
  • Finally, only 27% of companies employ direct connectors to key systems to automate the collection of data, such as content management applications and communications systems.

The on-premises vs. cloud numbers might be the most surprising to me, given all of the recent numbers and trends that I’ve seen regarding cloud adoption within the eDiscovery industry.  It looks like both implementation methods will have a place in eDiscovery for some time to come.

Caton also provides statistics regarding top business pressures related to eDiscovery, core eDiscovery capabilities in use and eDiscovery technologies with low adoption levels (among other findings).  He provides several recommendations at the end of the document for organizations currently assessing eDiscovery solutions, including evaluating technology assisted review technology, assessing legal hold management solutions, integrating eDiscovery software with critical applications and evaluating cloud or hybrid technologies to simplify onboarding.  I won’t steal all his thunder here – I’ll leave it to you to check out his report here to see additional stats and recommendations (the report is free, with free signup for an Aberdeen membership).

BTW, speaking of on-premise vs. cloud, just a reminder that, on Wednesday, August 30 at noon CST (1:00pm EST, 10:00am PST), CloudNine will conduct the webcast On Premise or Off Premise? A Look at Security Approaches to eDiscovery.  This one-hour webcast will discuss different on-premise and off-premise eDiscovery solution options and considerations for each. I’ll be presenting the webcast, along with eDiscovery thought leader Tom O’Connor.  To register for it, click here.

So, what do you think?  Do you use on-premise, off-premise or a combination for your eDiscovery solution(s)?  Please share any comments you might have or if you’d like to know more about a particular topic.

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.